What is Followup CRM?
Followup CRM is an intuitive customer relationship management tool tailored for sales and project oversight specifically within the construction sector. It enhances your team's activity transparency, facilitates internal progress reporting, and fosters collaboration among different teams. This CRM equips you with all the essential resources required to drive your business toward success.
Easily transition won opportunities into projects while safeguarding all critical data. Monitor key milestones, streamline processes, and connect with other software systems to guarantee on-time delivery and satisfied clients. It is widely recognized that acquiring a client is merely the first step; the strength of customer relationships hinges on the collaborative efforts of the team dedicated to delivering the final product or service effectively. Thus, maintaining strong teamwork is vital for ensuring long-term success.
Pricing
Price Starts At:
$55/user/month
Free Trial Offered?:
Yes
Similar Software to Followup CRM
CRM is the largest enterprise software category in the world—yet for most organizations, the investment never translates into proportional revenue. The reason is rarely the technology. It's adoption. When reps see the CRM as overhead, data quality erodes, forecasts drift, and the system meant to drive revenue becomes a cost center.
Coevera (formerly Pipeliner CRM) is the AI-native CRM engineered to fix that gap. By building development directly into the daily selling workflow, Coevera earns the adoption legacy platforms can't—because the system makes reps better, not just busier. Higher adoption means cleaner data, and cleaner data means forecasts you can actually take to the board.
For revenue leaders, the outcomes are concrete: a visual pipeline that flags risk and stalled deals before they slip, embedded account management and buying-center mapping to win larger strategic deals, and a revenue-intelligence loop that drives predictable revenue and forecast accuracy. The Automatizer workflow engine removes administrative drag, while native Model Context Protocol (MCP) support connects Coevera to your AI stack with full role-based permissions and no custom middleware—keeping IT and security onside.
Time-to-value is measured in weeks, not quarters, lowering implementation risk and accelerating ROI. And because every capability amplifies human judgment rather than replacing it, you protect the relationships and expertise that close deals.
For organizations that need CRM spend to show up in revenue, Coevera is the platform built for what's next.
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Buildxact is an intuitive construction management software designed specifically for contractors, residential builders, and remodelers, facilitating seamless project management from start to finish. By utilizing this platform, users can transform their operations, managing everything from initial takeoffs to the final billing process with ease.
With Buildxact, estimation processes are streamlined, allowing for quicker takeoffs and quotes, achieving speeds up to five times faster. Being a cloud-based solution means that you can easily set up and begin using it without delay.
Say goodbye to cumbersome paper plans and spreadsheets! The digital takeoff feature enables users to scale plans and measure with just a few clicks, ensuring accuracy in material counts and measurements. Effortlessly transfer material quantities into your estimates using online tools and pricing that significantly outpace traditional methods.
Furthermore, Buildxact offers estimates that clearly delineate materials, labor, and overhead costs for clients, resulting in polished quotes that help secure more contracts. Discover the advantages of Buildxact for yourself by signing up for a free trial today, and experience the ease of modern construction management firsthand!
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Creatio is an agentic CRM and workflow platform with no-code and AI at its core, enabling organizations to automate workflows and manage customer relationships with unmatched flexibility and speed.
Its intuitive no-code platform—combining visual application design, drag-and-drop process automation, and embedded AI—empowers business users to build and evolve applications of any complexity without heavy IT dependency. Teams can orchestrate both structured and unstructured workflows, leverage real-time analytics, and create dynamic dashboards, all while accelerating development cycles by up to 10×.
At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach enables organizations to automate not just tasks, but entire business processes—driving higher efficiency, faster time-to-value, and improved business outcomes.
Creatio also offers a rich marketplace of pre-built applications, industry workflows, and connectors, allowing organizations to rapidly extend capabilities and adapt to evolving business needs. Built on a modern, AI-native architecture, the platform ensures seamless integration and scalability across the enterprise ecosystem.
The Creatio CRM suite unifies marketing, sales, and service on a single platform with embedded AI agents, delivering a cohesive and intelligent customer journey. Organizations can deploy the full suite or individual modules, gaining the flexibility to scale and innovate while maintaining a single source of truth across all customer-facing operations.
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KonstructIQ represents a groundbreaking solution that leverages artificial intelligence to meet the diverse requirements of residential general contractors, remodeling firms, and home builders by optimizing both the construction process and financial oversight. This all-encompassing tool manages the project lifecycle seamlessly, offering quick and professional estimates, budgeting, invoicing, payment processing, change-order management, cost tracking, subcontractor coordination, and real-time reporting, all accessed through a single platform. Its estimating capabilities empower contractors to generate accurate bids rapidly, with customizable cost codes and options for markup or margin calculations, while also accommodating both cost-plus and fixed-price pricing strategies. Once an estimate is approved, it seamlessly transitions into the project budget, ensuring that all bills, invoices, or change orders are automatically updated to reflect on the budget, allowing contractors to maintain accurate job costing and monitor profitability effectively. Furthermore, the platform streamlines payment processes for subcontractors and suppliers, offering a variety of payment options such as ACH transfers, checks, debit and credit cards, virtual cards, or Zelle, and it also allows clients to settle invoices easily via an intuitive portal, significantly improving cash flow. This comprehensive approach not only alleviates administrative burdens but also fosters financial transparency for contractors, leading to enhanced efficiency in completing projects. In essence, KonstructIQ serves as a vital tool that empowers contractors to focus on what they do best while ensuring that the financial side of their projects is meticulously managed.
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Screenshots and Video
Company Facts
Company Name:
Followup CRM
Date Founded:
2012
Company Location:
United States
Company Website:
followupcrm.com
Product Details
Deployment
SaaS
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Video Library
Support
Standard Support
24 Hour Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
Followup CRM Categories and Features
Sales Force Automation Software
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Sales Analytics Software
Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting
Quoting Software
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Proposal Management Software
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Lead Management Software
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Construction Management Software
Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets
Construction CRM Software
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management
Construction Bid Management Software
Bidder Management
Building Product Database
Cost Database
File Sharing
Proposal Management
Quotes / Estimates
RFP Management
Subcontractor Management
Takeoff
Version Control
More Followup CRM Categories
Followup CRM Customer Reviews
Write a Review-
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Contractor CRM
Date: Jun 18 2019SummaryOutstanding. Follow Up is the backbone of our sales and project management efforts.
PositiveFollow Up does an amazing job tracking projects and coordination of work flow activities. The application was specifically designed around how the Construction Industry works.
Also love the new Project Management module.
They are always developing new featureNegativenone.............the program was written around the work flow requirements of the construction industry
Read More... -
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Excellent Product
Date: Jun 18 2019SummaryThis product is straight forward and simple software for lead tracking to the point of sale. It has become an extremely important part of our division and we can't imagine working without it.
Positive-Simple to use and navigate
-Efficient lead tracking with the ability to view what each of our Estimator's
have in their pipeline at any given point int time.
-"Talks" with other software programs we useNegative-
Read More...
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